| 5/16/2025 | NewEdge Advisors LLC | 38,848 | $2.71M | 0.0% | +444.8% | 0.718% | |
| 5/15/2025 | Royal Bank of Canada | 340,312 | $23.75M | 0.0% | +50.4% | 6.290% | |
| 5/15/2025 | OLD Mission Capital LLC | 14,438 | $1.01M | 0.0% | +305.6% | 0.267% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 20,362 | $1.42M | 0.0% | -7.3% | 0.376% | |
| 5/13/2025 | Raymond James Financial Inc. | 172,984 | $12.07M | 0.0% | -2.4% | 3.197% | |
| 5/13/2025 | HighTower Advisors LLC | 31,186 | $2.18M | 0.0% | +9.2% | 0.576% | |
| 5/13/2025 | Elevation Capital Advisory LLC | 2,953 | $206K | 0.1% | -4.9% | 0.055% | |
| 5/9/2025 | Natural Investments LLC | 9,620 | $671K | 0.2% | +7.7% | 0.178% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 5,736 | $400K | 0.0% | -21.5% | 0.106% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 25,050 | $1.75M | 0.0% | -5.6% | 0.463% | |
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| 5/7/2025 | LPL Financial LLC | 339,175 | $23.67M | 0.0% | +4.2% | 6.269% | |
| 5/6/2025 | Assetmark Inc. | 395 | $28K | 0.0% | -50.0% | 0.007% | |
| 5/6/2025 | Cetera Investment Advisers | 20,839 | $1.45M | 0.0% | +5.7% | 0.385% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 301,532 | $21.04M | 0.1% | +0.1% | 5.574% | |
| 5/6/2025 | Wedbush Securities Inc. | 3,398 | $237K | 0.0% | -10.6% | 0.063% | |
| 5/6/2025 | PFG Advisors | 22,038 | $1.54M | 0.1% | +1.0% | 0.407% | |
| 4/30/2025 | M&T Bank Corp | 99,162 | $6.92M | 0.0% | +11.9% | 1.816% | |
| 4/30/2025 | May Hill Capital LLC | 4,285 | $299K | 0.1% | N/A | 0.078% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 89,288 | $6.23M | 0.0% | +1.1% | 1.635% | |
| 4/24/2025 | Barnes Pettey Financial Advisors LLC | 32,651 | $2.28M | 1.8% | -1.8% | 0.604% | |
| 4/24/2025 | Golden State Wealth Management LLC | 10,195 | $711K | 0.1% | +4.1% | 0.188% | |
| 4/23/2025 | Golden State Wealth Management LLC | 20,390 | $1.42M | 0.1% | +108.3% | 0.377% | |
| 4/23/2025 | Golden State Equity Partners | 3,882 | $271K | 0.1% | +13.2% | 0.072% | |
| 4/22/2025 | PFG Investments LLC | 8,242 | $575K | 0.0% | +3.8% | 0.152% | |
| 4/18/2025 | CENTRAL TRUST Co | 4,321 | $302K | 0.0% | -3.9% | 0.079% | |
| 4/17/2025 | AA Financial Advisors LLC | 99,827 | $6.97M | 1.7% | +43.8% | 1.828% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 64,538 | $4.50M | 0.0% | +0.8% | 1.182% | |
| 4/17/2025 | Atlas Private Wealth Advisors | 3,386 | $236K | 0.0% | -14.4% | 0.062% | |
| 4/16/2025 | Opal Wealth Advisors LLC | 558,870 | $39.00M | 12.0% | +5.6% | 10.236% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 4,433 | $309K | 0.0% | -14.6% | 0.081% | |
| 4/8/2025 | Investors Research Corp | 862 | $60K | 0.0% | +44.6% | 0.016% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 5,188 | $390K | 0.0% | +59.0% | 0.097% | |
| 2/18/2025 | Novem Group | 3,350 | $252K | 0.0% | N/A | 0.063% | |
| 2/17/2025 | Royal Bank of Canada | 226,307 | $17.03M | 0.0% | -1.7% | 4.222% | |
| 2/17/2025 | Cetera Investment Advisers | 19,714 | $1.48M | 0.0% | -17.3% | 0.368% | |
| 2/17/2025 | Bank of America Corp DE | 549 | $41K | 0.0% | +226.8% | 0.010% | |
| 2/14/2025 | MGO One Seven LLC | 5,009 | $377K | 0.0% | +7.9% | 0.093% | |
| 2/14/2025 | IHT Wealth Management LLC | 15,578 | $1.17M | 0.0% | -33.2% | 0.291% | |
| 2/14/2025 | Stifel Financial Corp | 182,274 | $13.72M | 0.0% | +2.0% | 3.401% | |
| 2/14/2025 | GeoWealth Management LLC | 3,104 | $234K | 0.0% | -5.6% | 0.058% | |
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| 2/13/2025 | Rossby Financial LCC | 3,907 | $294K | 0.2% | N/A | 0.073% | |
| 2/13/2025 | Bank of Montreal Can | 1,217 | $92K | 0.0% | N/A | 0.023% | |
| 2/13/2025 | Cascades Capital Asset Management LLC | 15,821 | $1.19M | 0.6% | -5.5% | 0.295% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 88,305 | $6.65M | 0.0% | -1.7% | 1.647% | |
| 2/13/2025 | Wells Fargo & Company MN | 12,436 | $936K | 0.0% | +17.8% | 0.232% | |
| 2/12/2025 | OLD Mission Capital LLC | 3,560 | $268K | 0.0% | N/A | 0.066% | |
| 2/12/2025 | JPMorgan Chase & Co. | 3,138 | $236K | 0.0% | +22.7% | 0.059% | |
| 2/11/2025 | LPL Financial LLC | 325,583 | $24.50M | 0.0% | -1.7% | 6.074% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 101,686 | $7.65M | 0.0% | +13.0% | 1.897% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 301,303 | $22.68M | 0.1% | -1.6% | 5.621% | |
| 2/7/2025 | PFG Advisors | 21,820 | $1.64M | 0.1% | -0.7% | 0.407% | |
| 2/7/2025 | HighTower Advisors LLC | 28,558 | $2.15M | 0.0% | +17.7% | 0.533% | |
| 2/7/2025 | Natural Investments LLC | 8,931 | $672K | 0.2% | N/A | 0.167% | |
| 2/7/2025 | Investors Research Corp | 596 | $45K | 0.0% | +106.9% | 0.011% | |
| 2/7/2025 | Independent Advisor Alliance | 28,507 | $2.15M | 0.0% | N/A | 0.532% | |
| 2/7/2025 | PNC Financial Services Group Inc. | 26,547 | $2.00M | 0.0% | -8.9% | 0.495% | |
| 2/7/2025 | Elevation Capital Advisory LLC | 3,104 | $234K | 0.1% | -5.6% | 0.058% | |
| 2/6/2025 | Townsend Asset Management Corp NC ADV | 3,461 | $260K | 0.1% | -7.7% | 0.065% | |
| 2/6/2025 | Raymond James Financial Inc. | 177,183 | $13.34M | 0.0% | N/A | 3.306% | |
| 2/6/2025 | M&T Bank Corp | 88,607 | $6.67M | 0.0% | +44.5% | 1.653% | |
| 2/6/2025 | Assetmark Inc. | 790 | $59K | 0.0% | N/A | 0.015% | |
| 2/5/2025 | Noble Wealth Management PBC | 700 | $53K | 0.0% | N/A | 0.013% | |
| 2/5/2025 | Oppenheimer Asset Management Inc. | 29,869 | $2.25M | 0.0% | -1.8% | 0.557% | |
| 2/3/2025 | Private Advisor Group LLC | 12,629 | $950K | 0.0% | -10.8% | 0.236% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 7,303 | $550K | 0.0% | -11.2% | 0.136% | |
| 1/31/2025 | Truist Financial Corp | 31,537 | $2.37M | 0.0% | -3.4% | 0.588% | |
| 1/29/2025 | Gladstone Institutional Advisory LLC | 38,971 | $2.93M | 0.1% | +0.9% | 0.734% | |
| 1/29/2025 | Opal Wealth Advisors LLC | 529,145 | $39.82M | 12.0% | +0.1% | 9.965% | |
| 1/27/2025 | Win Advisors Inc. | 5,286 | $398K | 0.2% | N/A | 0.100% | |
| 1/24/2025 | Golden State Equity Partners | 3,428 | $253K | 0.0% | +4.7% | 0.065% | |
| 1/23/2025 | AA Financial Advisors LLC | 69,441 | $5.23M | 1.4% | +21.9% | 1.308% | |
| 1/23/2025 | Barnes Pettey Financial Advisors LLC | 33,247 | $2.50M | 1.9% | -4.3% | 0.626% | |
| 1/22/2025 | PFG Investments LLC | 7,942 | $598K | 0.0% | +1.8% | 0.150% | |
| 1/21/2025 | Dynamic Advisor Solutions LLC | 3,327 | $250K | 0.0% | +4.8% | 0.063% | |
| 1/21/2025 | RFG Advisory LLC | 8,660 | $652K | 0.0% | N/A | 0.163% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 64,046 | $4.82M | 0.0% | +2.9% | 1.206% | |
| 1/17/2025 | Missouri Trust & Investment Co | 1,464 | $110K | 0.0% | N/A | 0.028% | |
| 1/10/2025 | Fortitude Family Office LLC | 27,200 | $2.05M | 0.7% | N/A | 0.512% | |
| 12/26/2024 | JPMorgan Chase & Co. | 2,558 | $187K | 0.0% | +650.1% | 0.048% | |
| 11/15/2024 | M&T Bank Corp | 61,339 | $4.48M | 0.0% | N/A | 1.155% | |
| 11/15/2024 | MML Investors Services LLC | 6,194 | $452K | 0.0% | -6.8% | 0.117% | |
| 11/15/2024 | Stifel Financial Corp | 178,697 | $13.05M | 0.0% | +3.3% | 3.365% | |
| 11/15/2024 | IHT Wealth Management LLC | 23,303 | $1.70M | 0.0% | -1.2% | 0.439% | |
| 11/15/2024 | HighTower Advisors LLC | 24,262 | $1.77M | 0.0% | +27.5% | 0.457% | |
| 11/15/2024 | Kestra Investment Management LLC | 7,885 | $576K | 0.0% | N/A | 0.148% | |
| 11/6/2024 | Oppenheimer Asset Management Inc. | 30,426 | $2.22M | 0.0% | -6.5% | 0.573% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 62,250 | $4.55M | 0.0% | -6.5% | 1.172% | |
| 10/28/2024 | Gladstone Institutional Advisory LLC | 38,618 | $2.82M | 0.1% | +0.4% | 0.727% | |
| 10/25/2024 | Golden State Equity Partners | 3,275 | $237K | 0.1% | N/A | 0.062% | |
| 10/24/2024 | Barnes Pettey Financial Advisors LLC | 34,732 | $2.54M | 2.0% | -10.7% | 0.654% | |
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| 10/24/2024 | PFG Investments LLC | 7,804 | $570K | 0.0% | +5.4% | 0.147% | |
| 10/22/2024 | Private Advisor Group LLC | 14,160 | $1.03M | 0.0% | -6.2% | 0.267% | |
| 10/21/2024 | Townsend Asset Management Corp NC ADV | 3,751 | $274K | 0.1% | -9.0% | 0.071% | |
| 10/18/2024 | AA Financial Advisors LLC | 56,946 | $4.16M | 1.2% | +43.1% | 1.072% | |
| 10/16/2024 | Opal Wealth Advisors LLC | 528,355 | $38.58M | 12.1% | +6.3% | 9.950% | |
| 10/9/2024 | Atlas Private Wealth Advisors | 3,954 | $289K | 0.0% | -24.5% | 0.074% | |
| 10/8/2024 | Future Financial Wealth Managment LLC | 1,200 | $88K | 0.1% | N/A | 0.023% | |
| 10/8/2024 | Dynamic Advisor Solutions LLC | 3,176 | $232K | 0.0% | -23.6% | 0.060% | |
| 8/22/2024 | Cetera Investment Advisers | 30,074 | $2.10M | 0.0% | +116.9% | 0.577% | |
| 8/21/2024 | Truist Financial Corp | 34,552 | $2.41M | 0.0% | +181.8% | 0.663% | |
